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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?
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To: TREND1 who wrote (2791)12/13/1997 10:00:00 PM
From: olduvai5  Read Replies (1) of 4697
 
Larry, thot I'd put in my $.02 worth. I don't think WFR will show a "significant" profit for at least 2 Q, and all of 98 will be pretty anemic. Things will be a lot better in 99 and going forward. A lot depends on balancing act they are doing between a big capacity expansion among wafer makers and the general trend toward yield improvements and smaller line rules in the industry. Quality will be the key. Demand for epi wafers will continue to grow and a premium will be paid for defect free material.
Process improvements are a major focus now, especially in the run up to 300mm.

olduvai5
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